Ensure you never over or undercharge a client by automatically measuring exactly how many leads they’ve received, and are due to receive.
Maximise your profits by charging more for certain types of lead, such as phone calls vs. form submissions.
Manage your clients’ expectations, Reduce client churn and lead disputes by publishing your lead criteria.
Instantly deliver your leads to clients via email (optional)
Disprove false complaints of lead quality by tracking when clients actually open your lead deliveries to call them.
Keep records of all your leads in one place, a single source of truth of fulfillment of a client’s lead order.
Easily systemise your lead management tasks by creating sub-accounts for staff members or VAs.
Maintain credibility with your clients by automatically filtering out duplicate leads, or calls under the minimum duration before the client is charged for them.
Comply with GDPR data minimisation rules by automatically anonymising old lead’s personally identifiable information.
Reduce client churn by disapproving invalid leads from the dashboard, reducing the need for clients to submit a dispute.
Remove the need for your clients to manually pay invoices and ensure that you always get paid, by authorising and securely storing your clients’ card details. (Powered by Stripe)
Automatically charge your client’s on-file card every week with a choice of two different billing modes, designed to fit any business model.
Reduce your risk by automatically charging your clients in advance to top up their credit. Over the next week, each lead’s value will be subtracted from the client’s credit.
Use automated billing in post-pay mode to create an easier sell by billing your clients after they’ve received their leads. Your clients will only pay for what they receive. Every week, their on-file card is charged to settle their account balance.
Automatically chase up clients after a billing failure event to regain card authentication, or to update card details to ensure there are no lapses in payment.
Settle a client’s account balance at any moment using their on-file card.
Get instantly notified when a client approaches or exceeds their credit limit (post-pay mode) or their account credit (pre-pay mode).
Test your integrations and billing systems by enabling test mode, which integrates with Stripe’s test mode sandbox.
We support hundreds of different currencies.
Give your clients a professional, organised client portal to view their leads, invoices, balance, and to manage their account.
Clients can view all their leads and details at any time, reducing unnecessary emails.
Keep your less tech-savvy clients updated about their leads, by automatically sending a spreadsheet report once a week.
Put a stop the endless email chains about lead validity with a simple-to-use lead dispute system. Clients can submit a lead dispute, indicating which criteria the lead failed. You or your assistants can approve or reject the dispute in one click.
Send emails from your own domain. Remove all mention of Chargio from the client portal. Use your own logos and brand colors.
Gain additional insights into your leads to improve lead quality and reduce CPL by allowing clients to create accounts for their sales staff in order to submit lead disputes.
Send your leads from Callrail direct to Chargio, with filters for duplicate leads and calls under the minimum length.
Integrate Chargio with almost anything. Send webhooks direct to Chargio with your lead details.
Use the native webhook apps to integrate Chargio with any of your apps (native Chargio apps coming soon).
We use a high availability server set up, with multiple backup servers and databases, to ensure that we don’t miss a single lead.
We receive leads via HTTP transfers (which is how information is transferred around the internet). This method has far greater reliability and security than others.
All of yours and your clients’ data is encrypted during transfers and at rest, vastly reducing the possibility of a data breach.
Before deploying any updates or changes, we run a suite of automated tests to make sure we haven’t broken anything or created any bugs.
Hide any mention of Chargio by using your own domain name.
Integrate easier with Zapier and Integromat native apps.
Automatically start and stop campaigns when clients hit their billing limits.
Charge your clients with automated bank transfers to reduce your Stripe fees.
Manage all leads in one place with in-built lightweight call tracking.
Distribute leads from one source to multiple clients.
Allow clients to mark leads as converted. Track lead source and lead type conversion rates to drive down lead costs, raise your prices, and improve lead quality for clients.
Your email address will never be shared.
Your email address will never be shared.